Setting Up Dashboards in Dynamics 365

Microsoft Dynamics 365 dashboards are collections of view lists, charts, web resources, iFrames, and organization insights that can pull in things like website information that you can modify to show key performance indicators and other important data. Here’s an example of what a dashboard looks like:

View Dashboard in CRM 2011

Jump to the following sections to learn more about working with dashboards:

Creating a New Dashboard

  1. In the Dashboard area of Dynamics 365, select New in the command bar.

View Create New Dashboard in CRM 2011

2. Select the dashboard layout that you want and select Create at the bottom of the screen.

2013 CRM Dashboard Layout
View Select Dashboard in CRM 2011

3. Give your dashboard a descriptive name.

4. Now you can start adding what you want to each area of your dashboard. We’ll start with a Chart.

a. Choose the area you would like to put a chart, then select Chart in the Command bar. Or select the Chart icon in the desired area

View Add a Chart in CRM 2011

b. Select the record type for the chart.

c. Select a view that the data in the chart will be based on.

d. Choose the actual chart.

e. Select Add.

View Select a Component to Add to Dashboard in 2011

5. Now let’s add a list to the next area.

a. Select the section you want to add the list to.

b. Select the List icon in the command bar, or in the desired area.

View Add List Component to Dashboard in 2011

c. Select your record type.

d. Select your view.

e. Select OK.

Add View Component to Dashboard 2013
View Add View Component to Dashboard in 2011

6. Now add an iFrame.

a. In the desired section either select the iFrame icon or select the section you want to add the iFrame. Then, click the iFrame button in the command bar.

View Add iFrame to Dashboardin in CRM 2011

b. Enter the name and URL.

c. Select OK.

iFrame CRM 2013

7. Once you are done configuring your dashboard, select Save. It should now appear in the drop-down of available dashboards.

Tip! Dashboards are great when they’re relevant to the user. Learn more about custom dashboards in Reporting for Dynamics 365 and Power BI for Dynamics 365.

Sharing a Dashboard with Other Users

  1. Navigate to the Dashboard area of Microsoft Dynamics 365 and open the dashboard that you want to share with another user.
  2. Select the Share Dashboard button on the command bar.

View Share Dashboard in CRM 2011

Share Dashboard in CRM 2013
View Share Selected Dashboard With in 2011

3. Select Add User/Team.

4. Select the users or team you want to share the dashboard with and choose Select. Then select Add.

Share Dashboard Select Users CRM 2013
View Select Users to Share Dashboard in 2011

5. Select the level of access you want other users or teams to have and select Share.

Share Dashboard Permissions CRM 2013
View Select Level of Access for Shared Dashboards in 2011

Exposing the Data Behind a Chart

You can easily access the data in the records that make up a chart. To do so, follow these steps:

  1. Select the empty space in a chart. You’ll see some buttons appear in the top right corner.
  2. Choose the small ‘view’ button.

Access Records from Dashboard 2013
View Access Data Behind Charts in 2011

3. This will reveal the records that make up the chart. Sometimes this is referred to as Inline Visualization.

Inline Visualization in CRM 2013
View Inline Visualization in 2011

Drilling Down / Filtering a Chart

  1. Select on a section of the chart you would like to see in more detail.

View Drill Down in 2011

2. Select a field to filter the chart.

View Field Filter in 2011

3. Choose the chart type and then select the blue arrow to view the results.

4. In this example, you’ll see Bellows College broken down by order type. A new chart will appear that displays the filtered information.

View New Chart From Drill Down in 2011

5. To go back to the original chart, select the blue back button (ana23).